How to use Slicer Visual feature in Power BI (Preview).

Problem Statement: Hi there, and thanks for visiting the blog. Today, we're going to concentrate on the Slicer Visual, which is among Power BI's most engaging and user-friendly features. One kind of visual on a report page that filters other visuals is called a slicer. Slicers are displayed directly on the report canvas for everyone … Continue reading How to use Slicer Visual feature in Power BI (Preview).

How to create a chatbot using Generative AI using MS Copilot Studio

Hello everyone, and welcome to the blog, In this blog, we are going to create a simple yet effective chatbot by using Generative AI by just providing the Website URL or a document with some information related to a Topic. Prerequisite: Login to Microsoft CoPilot Studio and sign in or sign up for a free … Continue reading How to create a chatbot using Generative AI using MS Copilot Studio

How to use Subway Nav Creator Kit in Canvas apps – Power apps

Introduction: The Subway Nav control allows you to visualize the steps required for a given wizard. The Wizard is a component that guides users to complete predefined steps to achieve a setup or creation task. A control used to guide users through a process. Steps to add Subway Nav Component Go to Power Apps >> Select Solution … Continue reading How to use Subway Nav Creator Kit in Canvas apps – Power apps

How to Set up OneNote integration in Power apps

Introduction: Enabling OneNote integration to provide the advantage of seamlessly incorporating OneNote for capturing or revisiting customer notes directly within our records. This integration can be configured alongside SharePoint Online, but it requires a Microsoft 365 subscription for leveraging OneNote functionality within model-driven and customer engagement apps. Steps to Turn on OneNote integration. In the … Continue reading How to Set up OneNote integration in Power apps

Streamlining Project Scheduling with D365 Project Operations’ Calendar Control Feature

Introduction: In the fast-paced world of project management, efficiency is key. Microsoft's Project Operations has long been a valuable tool for managing resource and non-stocked based scenarios. However, a notable pain point existed in the previous versions, particularly when it came to managing work hours and calendars. The cumbersome process of copying work hours from … Continue reading Streamlining Project Scheduling with D365 Project Operations’ Calendar Control Feature

How to view what you’ve missed in the timeline?

Introduction: The "What you've missed" feature in the timeline enables users to promptly identify records they haven't viewed. This enhances their efficiency by allowing them to prioritize and scroll through relevant records as necessary. Description:  In situations where multiple users collaborate on the same opportunity, it's common for various individuals to make updates to the … Continue reading How to view what you’ve missed in the timeline?

How to create a bookmark on the Timeline

Introduction  Bookmarks are effortlessly accessible tools that allow users to establish and toggle between diverse filter configurations. By default, bookmarks are enabled. Steps to Create a Bookmark Open the filter pane and select your desired filter. 2. Click on "Bookmark," then choose "Add Bookmark." 3. Enter the name of the bookmark and click "Save." 4. … Continue reading How to create a bookmark on the Timeline

How to use DCP – DocumentsCorePack?

Summary: A new software solution to enhance the document design and generation along with automation with respect to the Microsoft Dynamics 365 environment. It is a creation of mscrm-addons.com, a company that specializes in adding functionality to Microsoft Dynamics products. Specially developed to be useful for creating multiple documents with help of a single template, … Continue reading How to use DCP – DocumentsCorePack?

Close opportunities effortlessly by prepopulating attributes

Introduction: This feature significantly streamlines your opportunity closing process by relieving you of the cumbersome task of manual data entry. The system effortlessly populates the Opportunity Close form with relevant opportunity attributes, minimizing the time spent on administrative tasks. This efficiency ensures that your primary focus remains dedicated to nurturing relationships and fostering the growth … Continue reading Close opportunities effortlessly by prepopulating attributes